Ep. 452: Engineering the Fundamentals with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Differences Between Fundamental Trading and Technical Trading
Ackman and Valiant senior management have left cookie crumbs for all of us to digest behind the scenes, interesting insights that perhaps we can all learn something about our own investing and trading. In Bill Ackman's world, the price is not the only truth. Charlie Munger came out and said that Valiant was like ITT and Harold Jeanin come back to life. Only the guy is worse this time. It's a great excerpt from the article that really illuminates this distinction.
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